Creating a Campaign

Follow these steps to add a basic campaign. Once you have created the campaign, you can add the assets and tactics to it. For information, see Add Content to a Campaign.

1. Navigate to Partner Marketing > Campaigns.
2. Click Create > Create New Campaign. 

3. Provide the following information:

   Parameter	Type	Description
   Type	Dropdown	Choose the general purpose of the of campaign you’re creating: Marketing Event - Partner Hosted Event - On Demand
   Name	Text	Enter the internal name that will display in Unifyr One. This must be unique. Consider using a naming convention for consistency.
   Display Name	Text	Enter the name that will display for your partners in the Unifyr One partner portal. This should be an informative name. Consider using a naming convention to help your partners find the content they need.
   Description	Rich Text	Add a brief description of the campaign. You can apply formatting as required.
   Effective Date Begin	Date Selector	Confirm the start date of the period in which partners can activate the campaign in the Unifyr One partner portal. This allows you to prepare a campaign ahead of time and scheduled for a later date.
   Effective Date End	Date Selector	Confirm the end date of the activation period. This allows you to time-bound the campaign and automatically retract it when it becomes obsolete.
   Can Be Activated in Portal	Check Box	When enabled, this setting will allow Partners to activate the campaign on the portal, when it is provided via the Campaigns Feature Bundle.  The campaign will be available between the effective begin and end dates set above. If not set, the campaign will be visible on the portal but Partners can't activate it.
   Is Promoted?	Check Box	Suppliers can promote activities to increase partner adoption. If the Is Promoted? option is enabled, the activity will appear at the top of the Browse Campaigns page, in a Promoted window, in the Unifyr One partner portal. Use the start and end date pickers to define the period for which the activity will be promoted.
   Detailed Description	Text	Add extended details of the campaign, including the purpose of the campaign. You may also want to include guidance about target audience, sales cycle positioning, special instructions, etc. There is no size limit on this field. Use the WYSIWYG editor or select Source from the editor toolbar to edit the HTML source directly.
   Tags	Check Box	Add tags to the campaign to help partners to find it in Unifyr One Partner Portal. Tags are created during account set-up and allow you to further define your campaign. These pieces of metadata are customizable. You should work with your Unifyr One team to define the fields that will work best for your company. Note: A partner user can also add their own tags to campaigns when they activate them, then filter by the tags using a My Tags filter in their My Campaigns view.
   Partner Filters		Add Partner Filters to publish the campaign to specific partners or partner groups. The default setting is All Partners. Click Edit to access more options. To more information about partner filters, see Add Partner Filters.
   Use Activity Filter Rules	Check Box	When enabled, this setting uses the visibility settings set for each individual activity in the campaign to decide what is presented to each partner that accesses the campaign. Using this setting means that you can create one generic campaign that can be used for multiple partners/groups, even if they each need different content.  This setting does not affect reporting and you will still be able to view comprehensive statistics.
   Thumbnail Image	File Upload	Upload the thumbnail for the campaign. This is mandatory for all campaigns. We recommend 100x110px and the maximum file size is 2MB.
   Tags (vary by implementation)	Check Box	Select the tags with which to categorize the campaign.

4. Click Apply to save your changes and return to the Campaign Details view.
5. The campaign now appears in your Campaigns list.

Remember to publish your campaign.

Partners will only be able to access campaigns between their effective dates if you have published them and made them available in the portal via the Campaigns Feature Bundle.